SOCIALMUDRA Member On boarding

Step 1 – Form Filling

Customer 2

Collect Photograph and customer has to sign cross the photograph.

3

Collect KYC Documents & Inform customer to sign all the photocopies

1

Fill Form as per the instructions

Once the Company has approved the Form and KYC Application, then Member will get an SMS on the Registered Number.

3

•Fill Membership and A/C Form

Customer Registration Process

4

Customer Registration Process

KYC Documents

KYC Documentation List

# KYC Document Identity Proof

(I)

Current Address Proof

(A) Validity

1 Driving License Y Y Valid License only, permitted for identity & address proof

2 Latest Utility Bill (Telephone ,Electricity,Mobile,Piped Gas,Gas Connection Book, Water Bill Municipality)

N Y* Utility bills should not be older than 3 months. Can be in the name of relative(Parent/Children/spouse) with whom prospective customer is living along with a declaration from the relative

3 Pan Card Y N

4 Voter ID Y Y Permitted for identity & address proof

5 Passport Y Y Permitted for identity & address proof

6 Income/Wealth Tax assessment N Y

7 Photo credit card Y N

8 Govt/Defense ID card Y N

9 Salary slip N Y For Govt employees & PSU only

10 ID card of reputed employer Y N Employee of Govt & PSU only

11 Student ID Y Y Only of registered institutions, ID card should have Address mentioned

12 Document/Communication issued by GOI/State Govt/Local Body

N Y

13 statement from existing bank N Y Bank statement should not be more than 1 month old

14 Ration card/Certificate from local body/NGO/MFI in case of rural customers (With photo)

Y Y

15 Ration card/Certificate from local body/NGO/MFI in case of rural customers (Without photo)

N Y

16

Letter from employer/recognized public authority or public servant verifying present address and permanent address along with attestation of photograph

Y (If photo included)

Y

17 Credit card statement N Y Should not be older than 3 months

18 Job Card Y N

19 UID Aadhaar cards Y Y Aadhaar Card is acceptable as a valid ID proof but it can also suffice POA, only in case address mentioned on Aadhaar card is Applicant’s current address

Agent Phone

Member registration on App

Go to App Menu and select Manage Customer

Select New Member option

Enter your member mobile no., your Promoter ID, customer name and DOB

Select Program Type for the Member

Enter Prepaid Debit card number

Go to the Menu and open the application

Step 3 Cont. –Registration of a Customer

Ask the customer to confirm the information

After a successful PIN verification, a confirmation screen will appear

Enter the PIN

Agent Phone

Member Activation

• After the Member enrollment is done, kindly

send document hard copy to company and

confirmation about fee .

• Membership Activated by company and a SMS

will be received to member their registerd

mobile number.

Step 7- Training to the Customer

Show the Consumer User Guide & flyer. Give a demo of the following-

Recharge Mobile Prepaid and DTH

Send Money to Anyone and Any bank

How to Register Billers, Pay Bills

Show Charges & Offers/ handover service guide and flyer

Withdraw money (inform that it can be done at Bank ATM. Also, at agent locations

Call the give the demo of care line at for troubleshooting or assistance